Insights from Fidelity's portfolio managers

Timely insights from Fidelity portfolio managers and analysts on navigating uncertain markets and long-term investing.

July 1, 2020

2 tech megatrends for good or bad times

Nidhi Gupta remains cautious on parts of tech, but sees continued growth tied to 2 megatrends.

Managing portfolios during volatility
Coming to you from their homes, Fidelity's portfolio managers and strategist offer their unique perspectives on the current market environment. Watch the videos.

Megatrends

Can megatrends like 5G continue to grow?

Jean Park believes companies driving "mega-trends" could still grow longer term.


Growth

6 strategic players

Dan Kelley thinks these companies could hold up relatively well in good or bad times.


Sectors

What's next for health care stocks?

Eddie Yoon's take on what COVID-19 means for health care stocks.


Value and Income

Why I've stuck with lesser-known tech stocks

Why Joel Tillinghast has stuck with lesser-known investments in a difficult market.


Next step



Portfolio manager insights archive

Explore previous insights from our portfolio managers.